Vestia Personal Wealth Advisors DIMENSIONAL WORLD EQUITY ETF Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024
Number of Shares
8,135
Previous 4,336 87.62%
Holding current value
$508 Million
Previous $275 Million 84.65%
% of portfolio
0.42%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
N/A
3,799 Added 87.62%
8,135 $508 Million
Q3 2024

Nov 04, 2024
BUY
N/A
4,336 New
4,336 $275 Million
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